From a simple return to a complex one, handled properly.
U.S. taxpayers with a straightforward return, equity, a business, an S-Corp, uneven income, or a life outside the country.
Start here
Or start from what you need.
Choose the closest match. Each path leads to the right service, its price, and the next step.
I just need my return filed
Start your return online.
Straightforward returns are handled fully online: check your fit, see your price, upload documents in the secure portal. No consultation needed once online filing opens.
Essentials$250
Standard$450
What happens next. Answer five quick questions, then create your portal account, sign, and upload.
An S-Corp can lower self-employment tax for a profitable business, and it adds payroll, a second return and ongoing compliance. The analysis tells you which side of that line you are on.
S-Corp Election Analysis$500
S-Corp Strategy Package$800
What happens next. A short fit check, your engagement letter, then a written recommendation, which we aim to deliver within 10 business days of complete information.
Citizens and green card holders file on worldwide income. We work out what applies: the exclusion or the credit, foreign account reporting, and whether a former state still claims you.
U.S. ExpatFrom$900
What happens next. A short assessment, then a free Intro Call about where you live, work, bank and keep state ties.
Scheduled check-ins, updated projections and estimated-payment guidance, with scope and cadence written into your engagement letter.
Year-Round Tax AdvisoryFrom$200/mo
Tax Projection & Estimated Tax Plan$400
What happens next. A short fit check matches your level: $200/month for an individual or household, $400/month with one business. Advanced is quoted after an Intro Call. Returns are priced separately.
A guided assessment of about two to three minutes. You see the service that fits, why it fits, what it costs and what happens next. Nothing you select is saved or sent.
What happens next. No contact details needed. If your situation is unusual, it will tell you so and suggest an Intro Call.
As income grows, so does the cost of reacting after the year is over. Higher earners tend to have more complex returns and more planning opportunities that are easy to miss without someone looking ahead.
Bonuses, RSUs, stock options or other equity compensation
Investment income, capital gains and rental properties
Income earned in more than one state
Withholding that no longer matches what you actually owe
Your business structure, your salary and your personal return all affect one another. We help you set them up deliberately and revisit them as the business grows.
Deciding whether an S-Corp election makes sense
Setting a reasonable salary and planning distributions
Quarterly estimated taxes and setting cash aside
Books that need to be in order before a return can be filed
Leaving the U.S. doesn’t end your U.S. filing obligations. Americans abroad need a clear view of what applies to them, from exclusions and credits to foreign account reporting and state residency.
Working remotely for a U.S. employer from another country
Running a U.S. business or freelancing while traveling
Choosing between the Foreign Earned Income Exclusion and the Foreign Tax Credit
Unsure whether a former state still considers you a resident
Consultants, sales professionals, creators and other professionals often have income that doesn’t follow a simple W-2 pattern. Planning ahead turns a complicated year into a predictable one.
Moving from employee to independent contractor, or doing both
Commission, bonus or 1099 income that varies year to year